See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,307 | $165,335-93.2% | $149,696-92.4% | $158,922-92.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 99.75% | 348.15%-248.4pp | 276.60%-176.9pp | 302.83%-203.1pp |
| Employer contribution / active EE | $2,747 | $5,103-46.2% | $4,644-40.8% | $4,761-42.3% |
| Participant deferral / active EE | $3,752 | $7,181-47.7% | $6,842-45.2% | $5,982-37.3% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |